Forum Financial Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Forum Financial Management’s Portfolio BOXX Stock Details BOXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$439K	Hold	3,773	–	–	0.01%	215
2025 Q4	$434K	Hold	3,773	–	–	0.01%	551
2025 Q3	$430K	Hold	3,773	–	–	0.01%	531
2025 Q2	$425K	Hold	3,773	–	–	0.01%	476
2025 Q1	$421K	Hold	3,773	–	–	0.01%	437
2024 Q4	$416K	Hold	3,773	–	–	0.01%	458
2024 Q3	$411K	Hold	3,773	–	–	0.01%	392
2024 Q2	$407K	Hold	3,773	–	–	0.01%	373
2024 Q1	$402K	Buy	+3,773	New	+$399K	0.01%	398

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HighTower Advisors

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Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return